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Evidence Guide: CPPDSM5026A - Manage a consultant property project team

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CPPDSM5026A - Manage a consultant property project team

What evidence can you provide to prove your understanding of each of the following citeria?

Determine project requirements.

  1. Project specifications and other relevant documentation are obtained and analysed to establish project requirements.
  2. Consultative processes are used to negotiate and confirm contract requirements with relevant people according to organisational requirements.
  3. Project plan is developed and contingencies are planned to ensure contract, client and organisational requirements are met.
  4. Financial, physical and human resource requirements are identified and organised according to project plan and organisational requirements.
  5. Draft documentation is reviewed to ensure accuracy and relevance of information and disseminated to relevant people for feedback.
Project specifications and other relevant documentation are obtained and analysed to establish project requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consultative processes are used to negotiate and confirm contract requirements with relevant people according to organisational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Project plan is developed and contingencies are planned to ensure contract, client and organisational requirements are met.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Financial, physical and human resource requirements are identified and organised according to project plan and organisational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Draft documentation is reviewed to ensure accuracy and relevance of information and disseminated to relevant people for feedback.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess and select contractors.

  1. Project information is reviewed and assessed to determine selection process and types of contractors required.
  2. Selection criteria are developed according to project requirements, ensuring adherence to principles of value management.
  3. Selection processes are implemented in line with agreed timeframes and organisational policies and procedures.
  4. Contractor assessment, selection and appointment processes are conducted according to organisational and legislative requirements.
  5. Selection decision is based on evaluation of sufficient evidence against specified selection criteria to enable a judgement to be made on the best candidate.
Project information is reviewed and assessed to determine selection process and types of contractors required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Selection criteria are developed according to project requirements, ensuring adherence to principles of value management.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Selection processes are implemented in line with agreed timeframes and organisational policies and procedures.

Completed
Date:

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Contractor assessment, selection and appointment processes are conducted according to organisational and legislative requirements.

Completed
Date:

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Selection decision is based on evaluation of sufficient evidence against specified selection criteria to enable a judgement to be made on the best candidate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor project.

  1. Project plan is monitored against contracts and work schedules to ensure completion occurs within designated timeframes.
  2. Effective communication channels are used that facilitate regular and accurate communication flow and feedback.
  3. Expenditure and resource usage are monitored to ensure objectives are achieved within project budgetary parameters.
  4. Factors affecting achievement of scheduled work are identified and variations to schedules are negotiated as required.
Project plan is monitored against contracts and work schedules to ensure completion occurs within designated timeframes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Effective communication channels are used that facilitate regular and accurate communication flow and feedback.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Expenditure and resource usage are monitored to ensure objectives are achieved within project budgetary parameters.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Factors affecting achievement of scheduled work are identified and variations to schedules are negotiated as required.

Completed
Date:

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Finalise project.

  1. Notification of completed project is received and checked against contract and work schedules according to organisational and legislative requirements.
  2. Inspection is arranged according to organisational requirements to confirm project meets industry standards and contract and client requirements.
  3. Faults, errors or omissions are identified and prompt remedial action is arranged according to organisational requirements.
  4. Business equipment and technology are used to maintain relevant documentation securely and according to legislative and organisational requirements.
Notification of completed project is received and checked against contract and work schedules according to organisational and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inspection is arranged according to organisational requirements to confirm project meets industry standards and contract and client requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Faults, errors or omissions are identified and prompt remedial action is arranged according to organisational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Business equipment and technology are used to maintain relevant documentation securely and according to legislative and organisational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Overview of assessment

This unit of competency could be assessed through practical demonstration of selecting and coordinating a consultancy team to complete property projects. Targeted written (including alternative formats where necessary) or verbal questioning to assess the candidate's underpinning knowledge would provide additional supporting evidence of competence. The demonstration and questioning would include collecting evidence of the candidate's knowledge and application of ethical standards and relevant federal, and state or territory legislation and regulations. This assessment may be carried out in a simulated or workplace environment.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of:

establishing contractor requirements through research of project specifications and consultation

inspecting a completed project to confirm it meets project plan requirements

knowledge of organisation's practices, ethical standards and legislative requirements associated with selecting and coordinating a consultancy team to complete property projects

monitoring a project against the project plan and using established communication channels

preparing selection criteria and conducting a contractor selection process.

Context of and specific resources for assessment

Resource implications for assessment include:

a registered provider of assessment services

assessment materials and tools

candidate special requirements

competency standards

cost and time considerations

suitable assessment venue and equipment

workplace documentation.

Where applicable, physical resources should include equipment modified for people with disabilities.

Access must be provided to appropriate learning and/or assessment support when required.

Assessment processes and techniques must be culturally appropriate, and appropriate to the language and literacy capacity of the candidate and the work being performed.

Validity and sufficiency of evidence require that:

competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace

where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice with a decision of competence only taken at the point when the assessor has complete confidence in the person's competence

all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence

where assessment is for the purpose of recognition (RCC/RPL), the evidence provided will need to be current and show that it represents competency demonstrated over a period of time

assessment can be through simulated project-based activity and must include evidence relating to each of the elements in this unit.

In all cases activity and must include evidence relating to each of the where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge. Questioning will be undertaken in such a manner as is appropriate to the language and literacy levels of the candidate and any cultural issues that may affect responses to the questions, and will reflect the requirements of the competency and the work being performed.

Required Skills and Knowledge

This section describes the essential skills and knowledge and their level, required for this unit.

Required skills:

communication skills to negotiate and monitor project processes, negotiate contractor requirements, and conduct assessment and selection process

computing skills to access the internet and web pages, prepare and complete online forms, lodge electronic documents and search online databases

evaluation skills to select contractors

interpersonal skills to resolve conflict and relate to people from a range of social, cultural and ethnic backgrounds and varying physical and mental abilities

literacy skills to interpret written and oral information

organisational skills to coordinate selection process and plan and monitor project processes

research skills to source project information and resource requirements.

Required knowledge and understanding:

building codes and relevant Australian standards

building control legislation

consultant roles and capabilities

contract law applied to property and project contracts

limitations of work role, responsibility and professional abilities

OHS issues and requirements

project planning and scheduling

relevant federal and state or territory legislation and local government regulations related to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

OHS

privacy

property sales, leasing and management

selection methods and processes.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.

Project may include activities which:

give rise to creation of an asset

involve fitting out new structures

involve modifying existing structures.

Relevant documentation may include:

certification, including inspection certificates

handover documentation

operational checks and maintenance conducted

planning permits

project contracts

property drawings and plans

property leases and contracts

selection criteria

tenders.

Consultative processes may include:

face-to-face meetings

telephone, facsimile and written communication.

Relevant people may include:

clients

consultants

contractors

legal representatives

management and colleagues

members of industry associations

technical experts.

Organisational requirements may be outlined and reflected in:

access and equity principles and practice guidelines

business and performance plans

complaint and dispute resolution procedures

goals, objectives, plans, systems and processes

legal and ethical requirements and codes of practice

mission statements and strategic plans

OHS policies, procedures and programs

policies and procedures in relation to client service

quality and continuous improvement processes and standards

quality assurance and procedure manuals.

Contingencies may include:

budget constraints

building delays

competing work demands of contractors and consultants

environmental factors, such as time and weather

industrial disputes

non-availability of resources and materials

public holidays and shut-down periods

equipment and technology breakdown

unforeseen incidents

workplace hazards, risks and controls.

Clients may include:

agents

building supervisors

company management

fund managers

fund providers

government and legal instruments or agencies

institutions

insurers

internal and external property groups

owner-occupiers

private investors

project managers

property agents

property owners.

Feedback may be sought from:

clients and their legal representatives

industry specialists

management and colleagues

workplace assessment.

Information may include:

budget documentation

project plan

property documentation

selection criteria

tender documents.

Selection process may include:

advertisement

compulsory competitive tender

direct appointment

interview

public tender

register of consultants

selective tender.

Selection criteria may include:

contractor philosophy

current workload

demonstrated capacity to perform

financial security

performance record

quality of subcontractors

technical capability.

Principles of value management may include:

adherence to costing constraints

attention to detail

coordination of services

effective selection of contractor and ancillary workforce

minimisation of variations.

Legislative requirements may be outlined and reflected in:

Australian standards

general duty of care to clients

home building requirements

privacy requirements

relevant federal, and state or territory legislation that affects organisational operation, including:

anti-discrimination and diversity

environmental issues

EEO

industrial relations

OHS

relevant industry codes of practice covering the market sector and industry, financial transactions, taxation, environment, construction, land use, native title, zoning, utilities use (water, gas and electricity), and contract or common law

strata, community and company titles

tenancy agreements

trade practices laws and guidelines.

Communication channels may include:

direct line supervision paths

lateral supervision paths

organisational communication protocols and procedures

organisational networks.

Variations may relate to:

changes to work schedules

work outside or producing results outside the terms and conditions of contract.

Business equipment and technology may include:

computers

data storage devices

email

facsimile machines

internet, extranet and intranet

photocopiers

printers

scanners

software applications, such as databases and word applications.